Jeri Bitner Email Address

Director, Compliance Systems

CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego and has more than 130 credit union users, including 26 of the top 100 credit unions in the country. With branch offices located nationwide, and more than 350 licensed representatives, CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”) registered broker-dealers (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS andSPF: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and customers. This representative is licensed to sell securities in the following states: CA